DF

DecisionPoint Financial Portfolio holdings

AUM $429M
1-Year Est. Return 9.45%
This Quarter Est. Return
1 Year Est. Return
+9.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$3.74M
3
+$1.9M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.63M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.56M

Top Sells

1
+$1.01M
2
+$197K
3
+$154K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$54.7K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$47.7K

Sector Composition

1 Financials 10.64%
2 Technology 2.35%
3 Consumer Discretionary 0.83%
4 Industrials 0.44%
5 Real Estate 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$405 ﹤0.01%
22
202
$188 ﹤0.01%
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$127 ﹤0.01%
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205
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206
$99 ﹤0.01%
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207
$62 ﹤0.01%
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208
$9 ﹤0.01%
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209
$3 ﹤0.01%
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210
$1 ﹤0.01%
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